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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer wave
- Established Date
- 04-10-2003
- Office Locations
- 1
Office Locations
About Attivo Legacy Advisors, LLC
Attivo Legacy Advisors is an independent, founder-led RIA serving individuals and business owners, including those setting up employee retirement plans. The team delivers holistic financial planning and comprehensive investment strategies aimed at preserving lifestyle, managing risk, and building wealth for future generations. Portfolios are primarily implemented with public funds and fixed-income/cash exposures, and the firm custodies with Charles Schwab.
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Owner & Executives
FRANK MERCURI III
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #2662010
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $837,399,989 | 10.5% |
| U.S. Government/Agency | $3,070,466,627 | 38.5% |
| Cash | $725,746,657 | 9.1% |
| Municipal Bonds | $3,341,624,720 | 41.9% |
| Total | $7,975,237,993 | 100.0% |